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@vetz76 wrote: "For the most part, they make a decision and primarily stick with it regardless" And that kind of attitude is what bit Cracker Barrel in the ass! LMAO. Intuit's business is a far cry from the likes of Cracker Barrel.

@Opus 17 wrote: They would only qualify if they are "a system designed primarily and specifically to reduce heat gain or loss".  And if they are such a system (I have doubts) then it doesn't matter if they are interior or exterior.     The OP said these are "plantain shutters", which are pretty similar to blinds.  Both are often considered to be primarily to reduce heat gain (at least by the manufacturers; owners usually view the primary purpose as privacy).   But your previous comment made an excellent point about the Energy Conservation Code; I have no idea if it deals with shutters/blinds or not.  

That webpage is for training for US taxes.  Are you interested in training for US taxes or for Canadian taxes?  If you are interested in the US taxes, you could try using a VPN to make the website think you are in the US.   If you are interested in training for Canadian taxes, I don't know if Intuit has such training or not.  Googling doesn't seem to show anything that is available.   Unfortunately, I have no idea why Intuit would be sending you those emails, but my experience has been that their email-marketing department has been extremely shoddy and misleading, with many emails that are wrong.  In fact, I just received an email today from Intuit that has a link that leads to something that is not-applicable and outdated.  

E-filing for 2024 is closed.  The only way to file a 2024 return now is by mail.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

I tried Windows 10 first and got the notice that windows 11 was required plus the option to switch to TT online. Installing on Windows 11 however did not stop the repeated prompts to "Upgrade" to TT online. For all the reasons mentioned in this forum I will not do that. Their marketing department seems to be heavily invested in getting 'everyone' to switch. But. I start and end with the FORMS. I only walk through the rest of it to ensure I did not miss anything. And. Microsoft extended my Windows 10 updates for a year without any type of fuss (other than I had to log in to accomplish that and no $30 fee), but otherwise I am Never logged into their "Marketing" center. Did this on an old laptop. When I did it on my desktop, it came back and said I was already set up and it just added that machine to their list (didn't even have to log into Microsoft?). No Windows backup or OneDrive for me! and I've checked!

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2    Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

Online tax preparation and e-filing for 2024  returns is now permanently closed.  The system is in transition from 2024 to 2025.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.     ENTER 1095A  TT FAQ https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/enter-1095/L6CLFzhri_US_en_US?uid=m62itugr  

@rjs wrote: The shutters, if they qualify at all, must be installed and paid for by December 31, 2025 in order to claim the credit. You have to enter the "Qualified Manufacturer Identification Number" (QMID) of the shutters on your tax return in order to claim the credit. That's what Opus 17 referred to as a PIN. You have to get that number from the manufacturer or the seller. If you don't have the QMID you don't get the credit.   Just for reference, the QMID will be required for doors and windows but not "insulation systems".  

Yeah, thanks.   I don't mean to keep posting about it, but it's a major issue (at least for me).   Until yesterday, I didn't even realize my last 8 years of Turbo Tax Online were done incorrectly. 

@vetz76 wrote: ........TT is pushing everyone to the online version...... Yes, that's been made perfectly clear in the desktop install screen where you are offered an opportunity to switch to online; that is brand new this year. 

@vetz76 wrote: I was hoping I could get enough response to my original post here to convince TT to back off their stupid decision to force the "upgrade" to Win 11.  Understood, but I've been trying to tell users, folks who post on this board, that they really don't care about customer feedback with respect to product development (or direction). Form the most part, they make a decision and primarily stick with it regardless. 

I'm going to page @AmeliesUncle for this one, but I believe this has been an ongoing issue over the past few years.   You can make the adjustment with the desktop products in Forms Mode but I suspect you may be SOL with the online versions. 

Basically, TurboTax Online misclassifies self-managed rental properties as passive activities unless the taxpayer qualifies as a Real Estate Professional or operates a short-term rental. This means that even landlords who materially participate—personally managing, maintaining, and operating their properties—are treated as passive investors. As a result, their rental losses are not only limited by the $25,000 phase-out but also suspended and effectively unusable, because the software disqualifies them from deducting those carryforward losses against active income in future years. This misapplication conflicts with IRS Publication 925 (§469(h)), which allows materially participating landlords to classify their rentals as non-passive and fully deduct legitimate losses without meeting the stricter Real Estate Professional requirements.